Jeffrey Helfrich
Penn Davis McFarland · Dallas, Texas
Jeffrey Helfrich is a fee-only financial advisor at Penn Davis McFarland in Dallas, Texas, who holds the CFA credential. Penn Davis McFarland reports charging a percentage of assets on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Penn Davis McFarland |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.36B across 549 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 4455709 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.pdavis.org |
How Jeffrey's firm compares
- Penn Davis McFarland's average account is about $2.5 million, from its Form ADV (assets managed divided by 549 accounts).
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Questions about Jeffrey
Is Jeffrey Helfrich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Penn Davis McFarland reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Penn Davis McFarland, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Helfrich based?
Jeffrey Helfrich is based in Dallas, Texas.
What credentials does Jeffrey Helfrich hold?
Jeffrey Helfrich holds the CFA credential.
Is Jeffrey Helfrich registered with the SEC?
Yes. Jeffrey Helfrich is registered as an investment adviser representative in TX (CRD 4455709), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Penn Davis McFarland manage?
Penn Davis McFarland reports $1.36B across 549 accounts in assets under management.
How do I contact Jeffrey Helfrich?
Through Jeffrey's website, www.pdavis.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Penn Davis McFarland website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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